Evaluating Professional Advice: 11 Questions to Answer Before You Commit

2016-12-14T17:05:15-08:00

Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education, experience, and their ability to add value. Professional advisors work in many fields and hold various titles, such as investment advisor, financial planner, accountant, [...]